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Equibles

EP Wealth Advisors, LLC

Location
TORRANCE, CA
Portfolio Value
Small $369,863,187
Diversification
Diversified
Filing Date
Global Rank
#394 / 8,232 ▲ 34
Top Industry
Semiconductors 12.8%
3Y Alpha vs SPY
-2.1%
Period ended 3 months ago
Filed May 14, 2026 · 32d
24 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+65.3%
SPY
+74.2%
Annualised alpha
-2.1%
Max drawdown
−18.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

963 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
8.4%
−0.4 pts
Top 5
27.9%
−1.9 pts
Top 10
42.8%
−1.9 pts
HHI
253
Mar 2023 → Mar 2026 · range 245 – 2,530
Diversified−20

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 31.7% $2,203,777,023
Financial Services 13.0% $901,070,828
Healthcare 9.1% $631,220,975
Consumer Cyclical 8.9% $621,143,012
Industrials 7.9% $550,571,708
Communication Services 7.4% $513,451,693
Unclassified 7.1% $496,543,719
Consumer Defensive 5.3% $369,863,187
Energy 4.6% $318,187,384
Utilities 2.6% $181,748,715
Real Estate 1.6% $110,298,847
Basic Materials 0.8% $58,375,909

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open
NVDA +221,990 2,627,656 $458,263,206
PLD +129,620 165,306 $21,850,147
SCHW +128,528 434,575 $40,841,358
AMZN +109,040 1,326,047 $276,175,808
MDY +78,341 111,747 $68,921,079
BAC +77,020 462,260 $22,535,175
NFLX +67,241 483,588 $46,496,986
CL +47,022 358,491 $30,554,187
ANGX +45,622 60,517 $184,576
TMC +38,459 49,709 $232,141
V +35,029 321,164 $97,068,607
TENB +34,954 44,431 $751,772
ZTS +33,456 314,530 $37,180,591
WELL +30,573 245,187 $48,475,921
ICUI +28,078 32,524 $4,200,474
ICE +25,816 36,415 $5,727,351
WMT +21,424 243,657 $30,281,691
PANW +20,442 199,494 $31,982,878
NVS +20,134 37,111 $5,668,705
F +19,456 113,978 $1,315,306
TJX +19,408 325,477 $51,978,676
RSG +17,948 58,711 $12,858,883
META +17,708 225,005 $128,732,110
HON +17,152 323,794 $73,187,157
ORLY +16,956 380,619 $35,134,939

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open
AMT −205,158 80,953 $13,970,868
CMCSA −174,348 91,683 $2,632,218
NEE −156,355 644,609 $59,871,283
VTRS −116,582 15,806 $213,539
NKE −111,566 419,528 $22,159,468
ALL −107,620 203,744 $42,244,280
ET −58,922 80,963 $1,562,585
ACHR −47,167 25,903 $133,918
AVGO −44,730 811,673 $251,220,910
XOM −29,159 976,115 $165,607,670
MTG −27,999 24,448 $641,760
ORCL −24,586 153,974 $22,651,115
EPD −24,234 199,373 $7,544,274
PAYX −23,266 13,084 $1,205,298
PFE −21,616 237,118 $6,658,273
ETOR −20,921 20,200 $606,606
SPY −20,918 445,988 $290,043,835
FAX −20,434 544,068 $7,845,460
MRVL −19,493 34,483 $3,415,541
GBCI −17,400 13,133 $586,651
QCOM −17,128 80,576 $10,376,577
KHC −16,905 13,584 $305,504
JNJ −15,817 611,615 $149,503,170
NVO −14,245 23,003 $845,360
UNH −14,060 22,659 $6,131,298

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open
VVR 1,912,308 $6,157,631
AZN 14,560 $2,871,523
LOGI 27,651 $2,519,559
ACGL 12,346 $1,185,092
TCBS 52,677 $922,374
AVB 4,428 $723,313
PNFP 6,993 $602,377
POWL 1,083 $585,989
PARR 7,589 $475,374
DOW 11,195 $466,271
PEGA 10,417 $443,347
SM 13,825 $431,063
FTAI 1,665 $407,925
KOP 10,240 $396,083
BNTX 4,334 $385,205
RNG 9,991 $371,565
TLN 1,130 $360,729
INDV 11,633 $354,573
LNT 4,679 $335,765
ALC 4,454 $335,608
ADM 4,571 $332,265
DTM 2,435 $327,921
AUGO 3,970 $323,952
LITE 456 $320,458
SGHC 29,667 $320,403

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value Open
TEAM 8,263 $1,339,762
AB 17,205 $662,048
HDB 12,618 $461,061
KRYS 1,846 $455,112
PINS 14,609 $378,227
ROCK 7,629 $377,177
NICE 3,317 $374,953
WOR 6,975 $359,700
EPAM 1,729 $354,237
RELX 8,603 $347,733
RBLX 4,288 $347,456
DKNG 9,677 $333,469
CPRT 8,506 $333,009
BLSH 8,500 $321,895
EQT 5,859 $314,042
LUV 7,222 $298,485
IT 1,167 $294,410
LPLA 813 $290,379
YELP 9,506 $288,887
ENSG 1,647 $286,907
KEY 13,820 $285,244
DBX 10,252 $285,005
MEDP 500 $280,825
EHC 2,627 $278,829
AWI 1,412 $269,833

Portfolio Positions

Export CSV View 13F filing
46 positions · $369,863,187 total · Consumer Defensive only · as of Mar 31, 2026
All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities
Ticker Company Shares Value (USD) % of Portfolio History
COST
Costco Wholesale Corp /New
Consumer Defensive 		148,308 $147,778,540 39.95%
PEP
Pepsico Inc
Consumer Defensive 		438,065 $68,027,113 18.39%
CL
Colgate Palmolive Co
Consumer Defensive 		358,491 $30,554,187 8.26%
WMT
Walmart Inc.
Consumer Defensive 		243,657 $30,281,691 8.19%
PG
PROCTER & GAMBLE Co
Consumer Defensive 		150,191 $21,693,588 5.87%
STZ
Constellation Brands, Inc.
Consumer Defensive 		141,666 $21,249,900 5.75%
KO
Coca Cola Co
Consumer Defensive 		122,415 $9,309,660 2.52%
PM
Philip Morris International Inc.
Consumer Defensive 		53,139 $8,786,002 2.38%
MO
Altria Group, Inc.
Consumer Defensive 		92,651 $6,114,039 1.65%
KR
Kroger Co
Consumer Defensive 		32,843 $2,376,519 0.64%
USFD
US Foods Holding Corp.
Consumer Defensive 		25,317 $2,334,480 0.63%
HSY
Hershey Co
Consumer Defensive 		7,822 $1,626,115 0.44%
KMB
Kimberly Clark Corp
Consumer Defensive 		16,541 $1,595,710 0.43%
TGT
Target Corp
Consumer Defensive 		12,686 $1,537,543 0.42%
TSN
Tyson Foods, Inc.
Consumer Defensive 		21,929 $1,404,991 0.38%
MDLZ
Mondelez International, Inc.
Consumer Defensive 		23,963 $1,381,227 0.37%
SYY
Sysco Corp
Consumer Defensive 		17,359 $1,238,217 0.33%
COKE
Coca-Cola Consolidated, Inc.
Consumer Defensive 		5,329 $1,021,782 0.28%
MNST
Monster Beverage Corp
Consumer Defensive 		13,625 $987,267 0.27%
DG
Dollar General Corp
Consumer Defensive 		7,755 $920,751 0.25%
UL
Unilever PLC
Consumer Defensive 		15,043 $856,999 0.23%
KDP
Keurig Dr Pepper Inc.
Consumer Defensive 		27,558 $725,602 0.20%
CHD
Church & Dwight Co Inc /De/
Consumer Defensive 		7,657 $714,551 0.19%
CLX
Clorox Co /De/
Consumer Defensive 		6,242 $646,858 0.17%
GIS
General Mills Inc
Consumer Defensive 		16,685 $621,015 0.17%
BF-A
Brown Forman Corp
Consumer Defensive 		20,812 $557,553 0.15%
NUS
Nu Skin Enterprises, Inc.
Consumer Defensive 		72,397 $527,050 0.14%
BTI
British American Tobacco p.l.c.
Consumer Defensive 		8,687 $507,928 0.14%
DLTR
Dollar Tree, Inc.
Consumer Defensive 		4,098 $448,771 0.12%
ADM
Archer-Daniels-Midland Co
Consumer Defensive 		4,571 $332,265 0.09%
INGR
Ingredion Inc
Consumer Defensive 		2,872 $323,559 0.09%
FIZZ
National Beverage Corp
Consumer Defensive 		9,363 $315,064 0.09%
KHC
Kraft Heinz Co
Consumer Defensive 		13,584 $305,504 0.08%
MKC
Mccormick & Co Inc
Consumer Defensive 		5,743 $289,676 0.08%
CVGW
Calavo Growers Inc
Consumer Defensive 		11,058 $285,185 0.08%
FDP
Fresh Del Monte Produce Inc
Consumer Defensive 		7,029 $282,987 0.08%
KVUE
Kenvue Inc.
Consumer Defensive 		16,065 $276,960 0.07%
LOPE
Grand Canyon Education, Inc.
Consumer Defensive 		1,568 $266,607 0.07%
FC
Franklin Covey Co
Consumer Defensive 		16,140 $254,850 0.07%
TAP
Molson Coors Beverage Co
Consumer Defensive 		5,914 $254,656 0.07%
LAUR
Laureate Education, Inc.
Consumer Defensive 		6,343 $220,990 0.06%
CAG
Conagra Brands Inc.
Consumer Defensive 		13,910 $218,665 0.06%
COUR
Coursera, Inc.
Consumer Defensive 		37,280 $216,969 0.06%
UDMY
Udemy, Inc.
Consumer Defensive 		30,879 $142,660 0.04%
WVVI
Willamette Valley Vineyards Inc
Consumer Defensive 		15,792 $40,585 0.01%
BYND
Beyond Meat, Inc.
Consumer Defensive 		14,753 $10,356 0.00%

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